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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,007
New
Increased
Reduced
Closed

Top Buys

1
+$2.28B
2
+$1.22B
3
+$982M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$891M
5
UBER icon
Uber
UBER
+$879M

Top Sells

1
+$610M
2
+$589M
3
+$493M
4
DD icon
DuPont de Nemours
DD
+$479M
5
PPLI
People Inc
PPLI
+$430M

Sector Composition

1 Technology 14.25%
2 Healthcare 9.45%
3 Financials 9.23%
4 Consumer Discretionary 7.66%
5 Communication Services 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5226
$89K ﹤0.01%
4,099
+1,904
5227
$89K ﹤0.01%
+716
5228
$89K ﹤0.01%
3,205
+190
5229
$88K ﹤0.01%
3,984
-9,485
5230
$88K ﹤0.01%
4,535
-5,581
5231
$88K ﹤0.01%
2,431
5232
$88K ﹤0.01%
10,689
-89,622
5233
$88K ﹤0.01%
4,581
-144
5234
$88K ﹤0.01%
2,728
-42,620
5235
$88K ﹤0.01%
13,827
-73,547
5236
$87K ﹤0.01%
2,303
+225
5237
$87K ﹤0.01%
16,994
+14,889
5238
$87K ﹤0.01%
8,478
+4,801
5239
$86K ﹤0.01%
5,572
-2,731
5240
$86K ﹤0.01%
13,227
-700
5241
$86K ﹤0.01%
+1,285
5242
$86K ﹤0.01%
16,103
+5,210
5243
$86K ﹤0.01%
13,275
-125
5244
$86K ﹤0.01%
9,489
-14,182
5245
$86K ﹤0.01%
17,491
+4,332
5246
$85K ﹤0.01%
2,027
-7
5247
$85K ﹤0.01%
10,146
-6,491
5248
$85K ﹤0.01%
3,868
-3,915
5249
$84K ﹤0.01%
3,628
+136
5250
$84K ﹤0.01%
2,947
-1,799
208 209
210
211 212